Elevate Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$5,043,670
Clients
47
Advisors
1
of 1 employees
About
Elevate Financial provides comprehensive financial planning and ongoing wealth management primarily for individual clients and also works with retirement plan sponsors, pension and profit-sharing plans. Services span cash-flow and retirement planning, tax and estate considerations, investment portfolio management, and public educational workshops.
The firm develops client-specific investment policy statements, emphasizes diversification and periodic rebalancing, and implements portfolios using mutual funds and ETFs, including through third-party asset-management platforms. Engagements are delivered either as discrete planning projects or as continuous advisory relationships with discretionary portfolio management and regular account reviews.
Distinctively for a small independent adviser, the firm offers pension consulting and ERISA fiduciary services to plan sponsors, reflecting the principal’s prior roles in retirement-plan administration and institutional distribution. The firm also conducts public financial-education sessions and may act as a portfolio manager within a third-party wrap/TAMP program, combining individual client work with plan-level consulting.
Client services
Expertise
Fee options
Financial planning fixed fee of $1,999 per plan; educational workshop fees range from $50 to $500 per session
$0 - $1,500,000: Up to 2.00% per annum $1,500,001+: Negotiable
$150 per hour billed in 15-minute increments for limited financial planning and consultation services
Account minimum: $100,000 (Client Relationship size required for Wealth Management Services, may be reduced or waived at discretion) Minimum fee: Fixed fee of $1,999 per financial planning engagement; minimum annual fee may apply for advisory services (details negotiable) Fee-only: Financial planning fixed fees ($1,999) and hourly fees ($150/hour) offered; asset-based advisory fees up to 2.00% per annum plus third-party fees for Betterment program
Main office
Scottsdale AZ
Advisors at this office
1
Most active in
Arizona
Also doing business as
Elevate Financial · Elevate Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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